James Claflin Email & Phone Number

Dacula, Georgia, United States

Responsible for a variety of disciplines associated with the global capital markets.Key Initiatives:• Research short, intermediate and long-term trading and investment possibilities.• Back-test and update technical analysis results.• Employ systemized trading methodology in Equity, Futures and FOREX markets based on multiple timeframes.• Maintain journal of results for continual progress.• Trade live bi-weekly with mentor and other associates.

Tucker, Ga.

Suwanee, Ga.

Responsible for reporting accurate, consolidated financial statements on a monthly basis to international headquarters. Assist with reviewing and closing company books under strict corporate deadline. Work with various internal departments to estimate product costs for large, multi-national proposals. Instruct project managers on utilization of internal software reporting tools leading to more successful program management. Coordinate monthly program reviews with management after update of key financial metrics.

Suwanee, Ga.

Prepare income tax projections for planning purposes and related tax returns for individual clients and corporate entities. Perform functional accounting services including financial statement preparation; payroll; depreciation; G/L, A/P and A/R analysis and reconciliation; sales tax preparation. Consult with clients and perform analysis on matters pertaining to investment decisions, capital allocations, financing and budgeting.

Duluth, Ga.

Prepared, reviewed and analyzed corporate and individual financial statements that were critical to making informed business, capital procurement, and investment decisions. Prepared tax projections; Prepared and reviewed accounting and tax issue documentation for individual clients and corporate, partnership, and non-profit entities.• Saved thousands of dollars for corporate accounting clients by comparing payroll ratios to industry standards industry and recommending a 10 – 15% reduction in labor costs.• Solicited and developed a $500K market for retirement plans and other investment alternatives.

Atlanta, Ga.

Accumulated and analyzed data on equities, options, and indices. Established parameters for risk and money management. Monitored investments and adjusted for macroeconomics, trends, and industry group strength. Allocated capital based on technical, fundamental, and economic indicators. • Managed $5M capital trust.

Snellville, Ga.

Trained and supervised a staff of sales associates and assistant managers. Oversaw cash flow management, including $300K annual revenue budgeting and forecasting. Created marketing materials. Managed $135K inventory, determining product mix and tracking stock turnover. Offered outstanding customer service.• Placed in the top five stores for average sale per customer (20% higher than corporate average) and frequent buyer program sales in the Atlanta region. • Exceeded and maintained the highest overall gross margin percentage of 53% to 54% (corporate average of 49%) in the 80 store Atlanta region.• Increased sales by 20% per year over four years in a competitive environment with a moderate customer base.

Atlanta, Ga.

Coordinated, prepared and presented financial plans, including investment planning, income tax and cash flow projections, retirement planning, risk management, and estate planning. Prepared the quarterly portfolio management reports, including statements of financial condition and investment capital.• Contributed to 30 – 35% annual revenue growth by conducting research on mutual funds to be placed on the recommendation list for use in customer portfolios.

Atlanta, Ga.

Prepared individual, corporate, partnership, and non-profit tax returns. Maintained and developed client relations on accounting and tax issues. Planned and performed independent financial statements, audits, reviews, and compilations for clients in the construction, manufacturing, distribution, and hotel industries.• Increased efficiency by developing a flowchart system for the audit process. • Saved thousands of tax dollars for corporate clients by changing to the “last in, first out” inventory method during a period of inflation